เกี่ยวกับตอนนี้
Simon Krinsky is Regional Executive Managing Director at Pathstone, a partner-owned multi-family office with more than $185 billion in aggregate assets, where he oversees the New York and San Francisco offices.
Previously, he was a Managing Partner at Hall Capital Partners, which combined with Pathstone in 2024, and began his career at Goldman Sachs.
Learn more about Simon and Pathstone below:https://www.linkedin.com/in/simonkrinsky/https://pathstone.com/people/simon-krinsky/https://pathstone.comSubscribe to Deepwell: https://deepwellco.substack.com
(00:00) Intro
(00:45) From South Africa to Philadelphia
(04:09) Economics at Amherst
(06:12) Starting on Goldman's convertibles desk
(10:09) Private wealth in San Francisco
(13:09) Why he joined Katie Hall
(15:48) Why Hall combined with Pathstone
(19:15) Investment firm vs family office
(20:39) Running one firm, not regional businesses
(23:12) Why Willow Street stays independent
(25:27) Working alongside single family offices
(28:26) Why open architecture builds trust
(29:25) Building 15-year client relationships
(31:29) Their 40-person research team
(33:18) Moving fast on co-investments
(35:12) How Pathstone picks its acquisitions
(37:12) What they look for in a manager
(39:05) The path to a trillion-dollar firm
